Wed. Dec 18th, 2024

Maximizer CRM

What is Maximizer CRM?

Maximizer CRM for Financial Advisors comes loaded with tools to keep your practice organized, simplify compliance, and help you prepare for future growth. Deliver exceptional client service with a CRM solution designed with your entire practice in mind.
Proven and Trusted over 3 decades by more than 1 million users — and over 120,000 companies, including Hallmark, Raymond James and National Bank — have trusted us to help them build stronger customer relationships, and boost their corporate bottom line.
Our experience as a CRM pioneer has taught us that growth is by its very nature challenging. Success requires a holistic approach, including a united vision, shared energy and the right tools. We know that businesses hunger for a vendor that has got their back and that supports them with every step of setup, customization and user training.
With top-rated tools for contact management, leads management customer service and business analytics, Maximizer CRM gives businesses everything they need to grow at what ever point in their contact management journey they’re on.

We’re constantly innovating to help our customers succeed. And time and time again, they tell us that our exceptional customer care sets us apart. That feedback keeps us focused on making planning, selling and management ever easier – to ensure our customers get results.

What do you like best about Maximizer CRM?

Maximizer CRM provides some of the best analysis by analysing all the inputs and leaving nothing. It provides comprehensive insights which makes sense as much that even a layman can understand. The best thing is its customized insights, so it is not a plug and play type of insights but a detailed analysis which clearly list with specificity and simplicity what actually is the way forward. And of course they have speedy service which helps in timely completion of projects. Their analysis is very clear and concise that it takes no time to think about the solutions and come up with effective ways to solve the problems analysed in their reports. Finally their pricing is very much justified as they are providing unmatchable services at given price.

Provides the ability to be fully organized.

User Defined Fields that you could change to suit your needs.

Very easy to use. Can customize to extent to better fit companies CRM language

Their sales team was very good at selling a mediocre product.

What do you dislike about Maximizer CRM?

Sometimes they provide with too much factor analysis that it gives contradictory results and it then becomes difficult to decide on the potential solutions. This happens a few times not frequently especially when there are a lot of data that needs to be analyzed in less time. Maybe increased used of AI and ML can help them to increse their productivity and reduce erroneous suggestions.

There is nothing about Maximizer to dislike!!

Phone Field reformats to an unfriendly format, deleting hyphens.

Occasionally it is a bit glitchy but rebooting the program usually fixes any problems.

They have no customer service department. They have a training guide, but limited staff. It was not a good experience.

Nothing was as advertised, from the user experience to the security of purchase. The address book was not able to be converted from the Leads module and the maps feature wasn’t able to connect from Leads. The mobile version has a lot of bugs and isn’t very functional. They have a tutorial, yet aren’t proactive in distributing it to new users. Their focus is on sales. And it’s not a very salable product in my opinion. The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds. I had to initiate a chargeback with my bank after being told that “unfortunately, due to the terms and conditions…” No customer wants to hear that.

They tried to bully me into keeping their software. There are far too many options in 2021 for CRM to be forced into one, especially one so difficult to use. When I asked about a feature that I needed, I was told, “Perhaps later this year…” Not what I need if I’m paying good money for a software. Their sales VP wouldn’t call me when I requested a call after being denied a refund.

When I went through their main website again after my experience with Maximizer, I noticed that everything they advertise is not in line with the product they put out. They say that there’s a free trial available. Not the truth. Any company who can’t be trusted to keep their word on something so simple isn’t reputable.

What problems is Maximizer CRM solving and how is that benefiting you?

Maximizer CRM has quite considerably freed up resources that my organisation used to put into analyzing the central problems and they have dome it in less than expected time. So now my organisation doesn’t have to worry about repetitive analysis and just focus on innovating new products and processes to maintain its position in the market. Also Maximizer CRM has provided us with potential opportunities that my organisation can target and it was of great help as race towards the top position in our industry. All I can say is that it has helped us grow exponentially with its timely, smart, and comprehensive analysis of important data from our organization.

It lets me take all my contacts for all my principals and focus them to be really organized. I will be much more productive.

Customer contacts and quote details can be kept in CRM

Able to use as both an address book for customers and potential customers. Able to track pipeline of appointments and sales

Features

FINANCIAL CRM FEATURES
  • Alerts/Notifications
  • Contact Management
  • Customer Database
  • Client Management
  • Document Management
  • Pipeline Management
  • Activity Dashboard
  • Collaboration Tools
  • Relationship Tracking
  • Team Assignments

Pros

“Overall, my experience with Maximizer has been a very good one. The training provided is very good and Maximizer staff are very helpful in customizing the program to suit our needs.”
“Great to manage a robust database of contacts and profiles. Customizable user defined fields are particularly useful.”
“Ability to capture lots of information is there but it overwhelming to find all the places to input.”
“I love that is a customizable database with lots of functionality and custom reporting opportunitites.”

Cons

“There are, as with all software, glitches. It’s hard for us to know if that’s Maximizer or our firm’s interfacing with Maximizer, but we have had a couple of problems that we just have to “live with.”
“I haven’t really use this software a lot so I can’t really say a lot of things that I dislike about the software.”
“Maximizer will not reinstall after support uninstalled my system now i have lost over 10 years of data.”
“Having used Maximizer for over 25 years I am always disappointed that with each new version it gets worse.”

Pricing

Starting From: 

$29.00 /month

Pricing Model: Per User

Yes, has free trial

No free version

PRICING DETAILS (Provided by Vendor):
Small Office $29 USD/mo – billed annually $39 USD/mo – billed monthly Business Plus $49 USD/mo – billed annually $59 USD/mo – billed monthly Insights $89 USD/mo – billed annually $109 USD/mo – billed monthly On Premise (Self-hosted) Business Plus: $49 USD/mo – billed annually (No User Limits) Insights: $89 USD/mo – billed annually (50 User Minimum)

 

By andrew

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